See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,425 | $77,813+207.7% | $123,544+93.8% | $64,186+273.0% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.3%+11.6pp | 69.6%+24.4pp |
| Annual return | -7.74% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $13,615 | $3,014+351.8% | $4,628+194.2% | $2,381+471.9% |
| Participant deferral / active EE | $11,593 | $5,240+121.3% | $6,426+80.4% | $3,470+234.1% |
| Admin fee / account holder | $37,120 | $5,519+572.6% | $9,284+299.8% | $4,888+659.4% |